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Elderado Financial, Inc

● SEC registered since 2021CRD 112908SEC# 801-121234Montrose, CO
Export (members)
Reg. AUM
$195M
Employees
5
Accounts
967
Location
Montrose, CO

Elderado Financial, Inc assets under management

Elderado Financial, Inc is an SEC-registered investment adviser based in Montrose, CO. The firm has been registered since 2021. It reports $195 million in regulatory assets under management and employs 5 people.
www.youtube.com/channel/ucpb1i3_gc0l5d59n43hyqyaView on SEC.gov ↗

Elderado Financial, Inc owners & executives

2 reported
NameTitleOwnershipSince
Jaimee Leigh Carnes ControlChief Compliance Officer/ PresidentOver 75%2025
Jim M Elder ControlTreasurerUnder 5%2025

Frequently asked questions

How much does Elderado Financial, Inc manage?

Elderado Financial, Inc reports $195 million in regulatory assets under management on its Form ADV.

How many employees does Elderado Financial, Inc have?

Elderado Financial, Inc reports 5 employees.

Where is Elderado Financial, Inc located?

Elderado Financial, Inc is based in Montrose, CO and has been SEC-registered since 2021.

Does Elderado Financial, Inc disclose fund performance?

Elderado Financial, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1030 S. Townsend Ave, Suite a, Montrose, CO 81401
Phone970-249-9900
Office hours9-4:30
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$195M
Non-discretionary$0
Total (RAUM)$195M